Some retirees are caught off guard when taxes take a bite out of their Social Security. Understanding the IRS formula behind ...

As investors increasingly leverage Section 1031 exchanges to defer capital gains taxes, nuanced scenarios involving interest income on ...

Itemized deductions are specific expenses you can subtract from your taxable income to potentially lower your tax bill. In ...

Credit card rewards may feel like freebies, but some are taxable. This guide breaks down IRS rules to help you understand ...

Stephan defines a good debt as a financial obligation that allows you to earn more money than you spend. If you pay $3,000 ...

Tax rules for bond investors vary for government, municipal, or corporate bonds. Munies are completely tax free if you live ...

An unauthorized loan was not includible in the taxpayer's income; however, expenses incurred in connection with her ...

Each year, bondholders receive IRS Form 1099-INT (or Form 1099-OID ... Investors use this form to help them report their annual taxable interest income when filing tax returns.

Run out of room in your tax-sheltered investment accounts? Here's how you can position the rest of your portfolio.

A notice issued by the IRS with interim guidance for the application of the corporate alternative minimum tax offers an ...

Ok, you’re feeling pretty good about your long-term savings habit and now have a rather decent IRA balance.  You’re turning 73 or already 73 or older.  Now Congress setup a […] ...

New final regulations pose significant implications for possible income inclusions by U.S. corporations with foreign ...